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--- electronic_resources_cancellation_checklist [2012/10/18 17:53]
127.0.0.1 external edit
+++ electronic_resources_cancellation_checklist [2014/04/03 15:48]
cturner
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 ====== Electronic Resources Cancellation Checklist ======
-When we lose access to electronic resources (i.e. cancellation, no longer "free"), we need to update this information in several places.
+===== Notifications ====
-  _____ Notify vendor
+-- Vendor. Save copy to eleres/cancellations folder
-  _____ Make notation in order record, and change status
+-- Eleres blog (C.Turner)
-  _____ Cancel encumbrance if funds have **not** already been encumbered
+-- Usage statistics for packages or databases (N. Washburn)
-  _____ Add note to Dblist (if applicable)
+-- E-Reserves (if applicable)
-  _____ If access is to cease at a future date:
+-- Selector or Ref-Liaisons list when resource is no longer available with note to remove from LibGuides, etc. Sometimes Liz will do this if it's a database.
-    _____ Print out bib. record
-    _____ Make notation of pertinent information
-    _____ Place in cancellation pile on table, or in personal folder
-  _____ Send vendor a cancellation notification, and file in cancellation folder in eleres
-  _____Suppress Bib. & Holdings record if there is no other access
-  ____Credit selector credits if appropriate
-    _____ (W\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls)
-  _____ Notify Liz F. if it needs to be de-activated in dblocator.
-  _____ Give all non-MarcIt records to Meghan B.
-  _____ Notify C. Turner for posting to electronic resources blog
-  _____ Remove From/Close In:
-      _____ Verde
-      _____ Username Password File
-      _____ Restricted Page via Webhelp ticket, if applicable.
-      _____ SFX
-      _____ Notify E-Reserves, if applicable.
-  _____ If paper file exists, move out of active drawers to inactive drawer.
+===== Recordkeeping =====
+-- Make calendar entry for when access will cease. Reference checklist in notes.
+-- Update DBList/Master Renewal List, noting cancellation date
+-- Put copy of vendor cancellation notice in paper file for databases or packages
+===== Accounting =====
+-- Change status of order record. Add note about date of cancellation.
+-- Cancel encumbrance if funds have NOT already been encumbered
+-- If we have perpetual access rights, create record (http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures)
+-- Note selector credit (W:\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls)
+===== Access =====
+==== Catalog ====
+-- If individual title (e-journal, database), suppress Bib record for e-journal and Bib and holdings record for database
+-- If package (e-book, e-journals, streaming), suppress master record and send collection name/code to Ron (?) for suppression of individual title records
+==== SFX ====
+-- De-activate individual title or entire target, as appropriate, for e-journals and some e-books
+-- If de-activating target, also de-activate Service and objects within it
+==== WorldCat Local knowledge base ====
+-- Deselect aggregator databases and ebooks. (E-journals will be de-activated through SFX holdings file load)
+==== Research Databases list ====
+-- Email to Liz Fitzpatrick with request to remove from list (Is this a step that Liz is comfortable allowing us to do, as long as we fulfill notification step?)
+==== EZProxy ====
+-- delete stanza in configuration file
- --- //[[hdeirdre@library.umass.edu|Primary Contact: Heather Deirdre]] 2009/05/20 14:25//
+ --- //[[cturner@library.umass.edu|Primary Contact: Christine Turner]] 2009/05/20 14:25//